Bph Employee Benefits 401(K) Plan — Form 5500 plan (Birch Point Holdings, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bph Employee Benefits 401(K) Plan is a benefit plan reported by Birch Point Holdings, Inc. under EIN 45-1965821 and plan number 001. The latest loaded filing year is 2023. The filing reports 99 participants and $4,026,659 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Birch Point Holdings, Inc.
- EIN
- 45-1965821
- Plan number
- 001
- Plan type
- 2
- Location
- Litchfield, MN
- Latest filing year
- 2023
- Participants
- 99
- End-of-year plan assets
- $4,026,659
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 99 | I | 20240517091823NAL0052162896001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,026,659
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,026,659
- Net assets (BOY)
- $3,480,836
Income & contributions
- Employer contributions
- $61,156
- Participant contributions
- $312,339
- Total income / additions
- $976,086
Expenses & distributions
- Benefits paid
- $406,687
- Administrative expenses
- $23,576
- Total expenses
- $430,263
- Net increase / (decrease)
- $545,823
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.